Kestra Investment Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Kestra Investment Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$365K	Buy	16,847 +832	+5%	+$18.1K	0.01%	375
2026 Q1	$350K	Buy	16,015 +93	+0.6%	+$2.04K	0.01%	337
2025 Q4	$349K	Buy	15,922 +2	+0%	+$44	0.01%	333
2025 Q3	$350K	Sell	15,920 -1,851	-10%	-$40.5K	0.01%	332
2025 Q2	$390K	Sell	17,771 -13,977	-44%	-$304K	0.01%	319
2025 Q1	$691K	Buy	31,748 +24,545	+341%	+$527K	0.02%	220
2024 Q4	$154K	Buy	+7,203	New	+$155K	0.01%	392

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kestra Investment Management's IBTJ Position: Q2 2026 in Review

Kestra Investment Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 5.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 16,847 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #375.

Kestra Investment Management first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $691K in Q1 2025. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Kestra Investment Management held 16,847 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $365K as of Q2 2026.
Kestra Investment Management bought 832 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $18.1K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #375 holding.
Kestra Investment Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Investment Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $691K in Q1 2025.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.